See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
SECURITIES AMERICA INC3 years Filed as: M & T SECURITIES INC Service code 49 · EIN 16-1263079 1 M AND T PLZ FL 6 · BUFFALO, NY 142032309 | Other Services | $14,228 |
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $6,851 |
HARPER DANESH LLC2 years Service code 13 · EIN 27-3395775 | Contract Administrator | $5,781 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,566 | $52,293-70.2% | $178,490-91.3% | $73,409-78.8% |
| Participation rate | 86.4% | 65.3%+21.1pp | 81.9%+4.5pp | 72.2%+14.2pp |
| Annual return | 17.44% | 34.75%-17.3pp | 151.07%-133.6pp | 59.29%-41.9pp |
| Employer contribution / active EE | $1,057 | $1,735-39.1% | $5,011-78.9% | $2,234-52.7% |
| Participant deferral / active EE | $1,675 | $2,332-28.2% | $5,202-67.8% | $3,805-56.0% |
| Admin fee / account holder | $27 | $127-78.6% | $13,984-99.8% | $158-82.7% |